TBWA
Three Bridge Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
4,761
-3,321
| -41% | -$325K | 0.12% | 71 |
|
|
2025
Q1 | $711K | Sell |
8,082
-1,680
| -17% | -$148K | 0.25% | 48 |
|
|
2024
Q4 | $884K | Sell |
9,762
-81
| -0.8% | -$7.34K | 0.31% | 43 |
|
|
2024
Q3 | $795K | Sell |
9,843
-4,368
| -31% | -$353K | 0.29% | 49 |
|
|
2024
Q2 | $962K | Sell |
14,211
-276
| -2% | -$18.7K | 0.38% | 41 |
|
|
2024
Q1 | $875K | Buy |
14,487
+9,364
| +183% | +$565K | 0.34% | 43 |
|
|
2023
Q4 | $811K | Sell |
5,123
-631
| -11% | -$99.8K | 0.28% | 45 |
|
|
2023
Q3 | $920K | Sell |
5,754
-282
| -5% | -$45.1K | 0.38% | 44 |
|
|
2023
Q2 | $949K | Sell |
6,036
-429
| -7% | -$67.4K | 0.4% | 44 |
|
|
2023
Q1 | $957K | Sell |
6,465
-129
| -2% | -$19.1K | 0.44% | 45 |
|
|
2022
Q4 | $939K | Sell |
6,594
-105
| -2% | -$14.9K | 0.5% | 38 |
|
|
2022
Q3 | $869K | Sell |
6,699
-72
| -1% | -$9.34K | 0.44% | 43 |
|
|
2022
Q2 | $823K | Buy |
6,771
+2,982
| +79% | +$362K | 0.4% | 49 |
|
|
2022
Q1 | $566K | Buy |
+3,789
| New | +$566K | 0.16% | 57 |
|